Jeff Kramer is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2211 York Road, Suite 100, Oak Brook, IL, 60523
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Regulatory History (1)
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Customer Dispute
April 2020Settled
Other Business Activities
Jeff owns Du Page Training Academy since 2015 and T4 Volleyball Club since 2024. He spends minimal time on Du Page Training Academy and a few hours per week on T4 Volleyball Club, which is investment related.
Employment History
Current Registrations
Morgan Stanley
October 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Sg Cowen & CO., LLCBroker
December 2003 - October 2005 · 1 yr 10 mos
State Registrations36 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.